Public StoragePSA

13F holders, Q1 2026 (March 31)
1,092holders −19
88new positions
102sold out
6famous investors
$270.19avg. 13F price*

At the end of Q1 2026, 1,092 institutions reported holding Public Storage (PSA) in their 13F filings, down 19 from Q4 2025. 88 opened new positions and 102 sold out. The largest holders were BlackRock, Inc. ($4.5B), Vanguard Portfolio Management LLC ($3.7B) and Vanguard Capital Management LLC ($2.8B). 6 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Public Storage
Sector
Real Estate
CUSIP
74460D109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions88$510.3M
Exits102$171.5M

All 13F filers, Q4 2025 → Q1 2026: 13,667,773 shares bought and 7,340,900 shares sold, net +6,326,873 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,092 holders

BlackRock, Inc. 0.08% Reduce -0.9% 16,744,586 $4.5B
Vanguard Portfolio Management LLC 0.19% — 13,542,250 $3.7B
Vanguard Capital Management LLC 0.07% — 10,266,097 $2.8B
State Street Corp. 0.10% Reduce -3.1% 10,234,445 $2.8B
Capital International Investors 0.41% Add +53.9% 6,363,818 $1.7B
T. Rowe Price Associates Inc. 0.18% Add +93.4% 5,641,412 $1.5B
Cohen & Steers, Inc. 2.08% Add +10.4% 4,409,277 $1.2B
Geode Capital Management, LLC 0.07% Add +3.3% 4,222,966 $1.1B
JPMorgan Chase & Co. 0.07% Add +12.8% 3,827,084 $1.0B
FMR LLC 0.05% Reduce -10.4% 3,619,703 $980.5M
Charles Schwab Investment Management Inc. 0.13% Add +3.4% 3,208,860 $869.9M
Northern Trust Corp. 0.08% Reduce -2.2% 2,309,054 $625.5M
Dimensional Fund Advisors LP 0.13% Add +3.1% 2,280,540 $617.7M
APG Asset Management US Inc. 4.46% Reduce -5.1% 2,094,949 $578.7M
Barrow Hanley Mewhinney & Strauss LLC 1.67% Add +5.0% 1,882,785 $510.0M
Clearbridge Investments, LLC 0.44% Add +30.1% 1,876,740 $508.4M
Legal & General Group Plc 0.12% Reduce -4.4% 1,866,456 $505.6M
Morgan Stanley 0.03% Add +21.0% 1,826,178 $494.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +224553.3% 1,635,476 $443.0M
Invesco Ltd. 0.04% Add +20.7% 1,551,190 $420.2M
Wellington Management Group LLP 0.07% Add +41.6% 1,453,748 $393.8M
Ameriprise Financial Inc. 0.08% Add +3.2% 1,230,113 $330.0M
Capital Research Global Investors 0.05% New 1,207,605 $327.1M
Centersquare Investment Management LLC 3.37% Reduce -16.1% 1,204,981 $326.4M
Goldman Sachs Group Inc. 0.04% Reduce -30.4% 1,079,081 $292.3M
Bank of New York Mellon Corp 0.05% Reduce -0.5% 1,001,676 $271.3M
Vanguard Fiduciary Trust Co. 0.06% — 892,045 $241.6M
Royal Bank of Canada 0.05% Add +6.4% 891,398 $241.5M
Daiwa Securities Group Inc. 0.70% Add +6.4% 890,981 $241.3M
1832 Asset Management L.P. 0.31% Add +65.7% 861,567 $233.4M
Sumitomo Mitsui Trust Group, Inc. 0.15% Reduce -1.9% 840,435 $227.7M
Nuveen, LLC 0.06% Reduce -5.8% 820,697 $222.3M
Massachusetts Financial Services Co. 0.07% Reduce -6.0% 776,223 $211.7M
Bank of America Corp. 0.01% Reduce -9.0% 751,808 $203.6M
UBS Group AG 0.03% Add +2.0% 682,342 $184.8M
Deutsche Bank AG 0.06% Add +67.2% 664,076 $179.9M
Duff & Phelps Investment Management Co. 1.56% Add +23.1% 553,190 $149.8M
Amundi 0.04% Reduce -14.3% 550,070 $149.0M
HSBC Holdings PLC 0.09% Reduce -10.1% 549,624 $148.8M
Russell Investments Group, Ltd. 0.15% Add +12.6% 504,455 $136.4M
Montrusco Bolton Investments Inc. 2.06% Reduce -18.5% 518,306 $135.8M
CANADA LIFE ASSURANCE Co 0.24% Reduce 0.0% 489,637 $133.1M
Citigroup Inc. 0.08% Add +46.3% 489,486 $132.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +6.0% 486,284 $131.7M
Lasalle Investment Management Securities LLC 5.19% Add +1.0% 484,663 $131.3M
Swiss National Bank 0.07% Add +7.1% 463,440 $125.5M
Barclays PLC 0.04% Reduce -25.8% 448,153 $121.4M
Caisse de depot et placement du Quebec 0.19% Reduce -14.6% 429,554 $116.4M
Wells Fargo & Company 0.02% Add +8.3% 405,254 $109.8M
American Century Companies Inc. 0.06% Reduce -22.7% 395,375 $107.1M
California Public Employees Retirement System 0.07% Reduce -8.5% 390,356 $105.7M
HighTower Advisors, LLC 0.10% Add +0.1% 354,971 $96.2M
Vanguard Global Advisers, LLC 0.05% — 345,492 $93.6M
Aberdeen Group plc 0.15% Reduce -2.0% 334,968 $90.7M
Rhumbline Advisers 0.07% Reduce -3.7% 316,276 $85.7M
Bank Julius Baer & Co. Ltd, Zurich 0.26% Add +0.4% 316,478 $85.0M
Canada Pension Plan Investment Board 0.05% Reduce -63.2% 308,028 $83.4M
Nomura Asset Management Co. Ltd. 0.21% Add +3.5% 299,708 $81.2M
Asset Management One Co., Ltd. 0.24% Reduce -2.0% 295,400 $80.0M
Prudential Financial Inc. 0.10% Reduce -33.2% 295,140 $79.9M
Sei Investments Co. 0.07% Add +0.6% 294,808 $79.9M
Nomura Asset Management International Inc. 0.14% Reduce -32.5% 293,371 $79.5M
Raymond James Financial Inc. 0.02% Add +10.0% 283,502 $76.8M
Healthcare of Ontario Pension Plan Trust Fund 0.13% Add +76.5% 278,920 $75.6M
National Pension Service 0.06% Reduce -2.7% 276,000 $74.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.06% — 274,576 $74.4M
BNP Paribas Financial Markets 0.05% Reduce -14.7% 274,566 $74.4M
Alliancebernstein L.P. 0.02% Reduce -2.7% 280,649 $72.8M
Baron Capital (BAMCO) 0.22% New 266,847 $72.3M
Public Employees Retirement System of Ohio 0.23% Reduce -12.7% 258,469 $70.0M
California State Teachers Retirement System 0.07% Reduce -2.4% 253,538 $68.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.49% Reduce -10.9% 242,471 $65.7M
Janus Henderson Group PLC 0.03% Reduce -7.4% 239,768 $65.0M
Schroder Investment Management Group 0.05% Reduce -19.0% 242,645 $64.3M
Principal Financial Group Inc. 0.03% Reduce -4.6% 234,612 $63.6M
CBRE Investment Management Listed Real Assets LLC 0.88% Reduce -33.6% 219,284 $59.4M
Envestnet Asset Management Inc. 0.01% Add +11.4% 191,889 $52.0M
New York State Common Retirement Fund 0.07% Add +1.4% 191,409 $51.8M
First Trust Advisors LP 0.04% Reduce -74.0% 187,415 $50.8M
Vanguard Investments Australia, Ltd. 0.14% — 183,913 $49.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% Reduce -16.3% 176,375 $47.8M
Allianz Asset Management GmbH 0.05% Add +3.7% 174,125 $47.2M
Swedbank AB 0.05% Reduce -0.2% 167,851 $45.5M
Perpetual Ltd 0.65% Add +15.4% 157,263 $42.6M
Neuberger Berman Group LLC 0.03% Reduce -21.4% 157,194 $42.6M
Capital International, Inc. 0.33% Add +70.3% 155,039 $42.0M
Macquarie Group Ltd. 0.25% Reduce -7.1% 154,042 $41.7M
Gillson Capital LP 3.40% Add +70.1% 153,280 $41.5M
Great Lakes Advisors, LLC 0.34% Add +17.1% 149,970 $40.6M
Apollo Management Holdings, L.P. 0.76% Add +2.6% 143,980 $39.0M
TD Asset Management Inc 0.03% Reduce -11.8% 143,129 $38.8M
Gotham Asset Management 0.12% Add +4.3% 142,359 $38.6M
LPL Financial LLC 0.01% Add +4.1% 141,064 $38.2M
State of Tennessee, Department of Treasury 0.13% Add +5.5% 141,059 $38.2M
State Board of Administration of Florida Retirement System 0.07% Add +1.0% 140,030 $37.9M
Employees Retirement System of Texas 0.39% Reduce -6.1% 138,658 $37.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Reduce -25.4% 135,548 $36.7M
KBC Group NV 0.09% Add +3.4% 134,041 $36.3M
Aviva PLC 0.06% Add +2.9% 133,049 $36.0M
Van Eck Associates Corp. 0.03% Add +11.0% 129,088 $35.0M
DekaBank Deutsche Girozentrale 0.06% No change 127,404 $34.6M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -65.1% 126,080 $34.2M
Quantinno Capital Management LP 0.06% Add +4.4% 125,268 $33.9M
CI Investments Inc. 0.16% Reduce -2.1% 124,870 $33.8M
STRS Ohio 0.13% Add +12.8% 124,570 $33.7M
Retirement Systems of Alabama 0.11% Reduce -0.2% 121,630 $32.9M
Teacher Retirement System of Texas 0.14% Reduce -12.6% 120,881 $32.7M
Citadel Advisors 0.02% Add +60.8% 119,198 $32.3M
New York State Teachers Retirement System 0.06% Reduce -0.9% 116,462 $31.5M
PGGM Investments 0.54% Add +0.6% 113,988 $30.9M
Westwood Holdings Group Inc. 0.22% Add +19.3% 113,085 $30.6M
Aew Capital Management L P 2.18% Reduce -66.7% 111,090 $30.1M
Artisan Partners Limited Partnership 0.05% Reduce -6.7% 110,277 $29.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.15% Add +22.9% 108,612 $29.4M
Bank of Montreal 0.01% Reduce -10.7% 107,214 $29.0M
SG Americas Securities, LLC 0.03% Add +60.9% 106,700 $28.9M
Carnegie Investment Counsel 0.56% Add +5.8% 111,899 $28.8M
Heitman Real Estate Securities LLC 2.03% Reduce -39.0% 104,211 $28.2M
Lansforsakringar Fondforvaltning AB (publ) 0.15% Add +0.9% 104,209 $28.2M
Manufacturers Life Insurance Company, The 0.02% Add +6.0% 103,885 $28.1M
State of New Jersey Common Pension Fund D 0.11% No change 103,842 $28.1M
AQR Capital Management 0.01% Reduce -73.8% 99,272 $26.4M
SEB Asset Management AB 0.11% — 96,358 $26.1M
State of Alaska, Department of Revenue 0.28% Add +1.9% 95,420 $25.8M
Resona Asset Management Co.,Ltd. 0.13% Add +3.9% 94,547 $25.2M
Storebrand Asset Management As 0.07% Reduce -0.4% 92,042 $24.9M
Chevy Chase Trust Holdings, LLC 0.07% Add +3.7% 89,334 $24.2M
Federated Hermes, Inc. 0.04% Add +0.7% 89,062 $24.1M
Hudson Bay Capital Management LP 0.16% Add +36.1% 87,775 $23.8M
Cetera Investment Advisers 0.02% Add +21.3% 86,334 $23.4M
Stifel Financial Corp. 0.02% Reduce -1.6% 85,676 $23.2M
State of Wisconsin Investment Board 0.05% Reduce -0.6% 85,569 $23.2M
Janney Montgomery Scott LLC 0.06% Add +19.0% 84,913 $23.0M
Flputnam Investment Management Co. 0.34% Add +3.4% 83,609 $22.6M
Cerity Partners LLC 0.03% Reduce -4.5% 81,311 $22.0M
Heartland Advisors Inc. 1.09% Reduce -2.6% 78,922 $21.4M
Victory Capital Management Inc. 0.01% Add +0.9% 78,910 $21.4M
Osterweis Capital Management Inc. 1.32% New 78,807 $21.3M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -16.0% 77,101 $21.3M
Weil Company, Inc. 4.62% Add +22.2% 76,023 $20.6M
Soapstone Management L.P. 14.47% No change 75,000 $20.3M
Danske Bank A/S 0.05% Add +3.7% 74,423 $20.2M
B&I Capital AG 6.85% Add +90.8% 74,400 $20.2M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -2.0% 73,482 $19.9M
Cibc World Market Inc. 0.03% Reduce -3.8% 73,215 $19.8M
Pictet Asset Management Holding SA 0.02% Reduce -13.0% 72,411 $19.6M
Handelsbanken Fonder AB 0.07% Add +0.0% 72,361 $19.6M
APG Asset Management N.V. 0.06% Reduce -1.6% 80,000 $18.8M
Royal London Asset Management Ltd. 0.04% Add +0.0% 68,930 $18.7M
Toronto Dominion Bank 0.04% Reduce -25.3% 68,800 $18.6M
Pacer Advisors, Inc. 0.05% Reduce -11.3% 68,159 $18.5M
Cullen/Frost Bankers, Inc. 0.21% Add +69.8% 67,749 $18.4M
Schonfeld Strategic Advisors LLC 0.15% Add +4651.8% 67,666 $18.3M
Treasurer of the State of North Carolina 0.06% Add +2.2% 67,617 $18.3M
CIBC Bancorp USA Inc. 0.02% — 66,475 $18.0M
Korea Investment CORP 0.04% Reduce -40.8% 66,201 $17.9M
Corient Private Wealth LP 0.03% Reduce -1.8% 65,977 $17.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Add +57.7% 63,712 $17.3M
Rathbones Group PLC 0.07% Add +3.5% 60,555 $16.4M
Natixis 0.07% Reduce -57.8% 60,368 $16.4M
KLP Kapitalforvaltning As 0.06% Add +6.4% 59,814 $16.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.13% Reduce -1.0% 59,618 $16.1M
IFM Investors Pty Ltd 0.13% Add +2.1% 57,448 $15.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +45.8% 54,196 $14.7M
National Bank of Canada 0.01% Reduce -23.4% 52,532 $14.2M
Natixis Advisors, LLC 0.02% Reduce -14.1% 52,188 $14.1M
NEOS Investment Management LLC 0.07% Add +37.0% 51,907 $14.1M
Commerce Bank 0.07% Reduce -5.8% 49,769 $13.5M
Van Lanschot Kempen Investment Management N.V. 0.12% Add +27.4% 49,315 $13.4M
Tredje AP-fonden 0.07% New 49,222 $13.3M
Jones Financial Companies LLLP 0.01% Add +18.5% 50,099 $13.3M
UniSuper Management Pty Ltd 0.08% Reduce -0.7% 47,535 $12.9M
Credit Agricole S A 0.04% Reduce -11.4% 47,342 $12.8M
Fifth Third Bancorp 0.02% Reduce -0.9% 46,316 $12.5M
Metis Global Partners, LLC 0.31% Add +8.3% 45,878 $12.4M
Franklin Resources Inc. 0.00% Reduce -13.6% 45,544 $12.3M
Nissay Asset Management Corp. /Japan 0.07% Add +2.3% 45,399 $12.3M
Nisa Investment Advisors, LLC 0.05% Reduce -28.9% 45,024 $12.2M
Public Sector Pension Investment Board 0.04% Add +11.7% 44,910 $12.2M
Edge Wealth Management LLC 2.04% Reduce -0.0% 44,129 $12.0M
State of Michigan Retirement System 0.06% Reduce -0.2% 43,621 $11.8M
Isthmus Partners, LLC 1.24% Add +2.3% 43,576 $11.8M
UMB Bank, n.a. 0.16% Add +88.5% 43,538 $11.8M
Arizona State Retirement System 0.07% Reduce -3.2% 43,276 $11.7M
Czech National Bank 0.08% Add +3.3% 43,018 $11.7M
Uniplan Investment Counsel, Inc. 1.22% Reduce -43.4% 42,346 $11.5M
FIL Ltd 0.01% Reduce -25.1% 42,341 $11.5M
MetLife Investment Management, LLC 0.06% Reduce -2.2% 42,314 $11.5M
Scotia Capital Inc. 0.05% New 41,585 $11.3M
Adelante Capital Management LLC 0.77% Add +10.1% 265,447 $11.2M
Davis Selected Advisers 0.05% Reduce -5.2% 41,260 $11.2M
Capital Investment Advisors, LLC 0.16% Add +6.6% 40,892 $11.1M
CWA Asset Management Group, LLC 0.37% Reduce -2.6% 39,929 $10.8M
CIBC Asset Management Inc 0.03% Reduce -67.4% 38,571 $10.4M
Commonwealth Equity Services, LLC 0.01% Reduce -2.0% 37,969 $10.3M
Chilton Capital Management LLC 0.35% Add +5.9% 37,494 $10.2M
Ensign Peak Advisors, Inc 0.02% Reduce -17.7% 37,271 $10.1M
Bank of Nova Scotia 0.02% Add +14.2% 37,245 $10.1M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +9.9% 35,821 $9.7M
Thrivent Financial for Lutherans 0.02% Add +2.4% 35,532 $9.6M
Federation des caisses Desjardins du Quebec 0.03% Add +93.2% 35,490 $9.6M
Swiss Life Asset Management Ltd 0.05% Add +8.1% 35,126 $9.5M
Old National Bancorp 0.16% Add +4.1% 34,808 $9.4M
Vestcor Inc 0.26% Add +125.0% 34,346 $9.3M
Camden National Bank 1.25% Reduce -0.8% 34,094 $9.2M
Baird Financial Group, Inc. 0.01% Add +8.8% 34,005 $9.2M
O'shaughnessy Asset Management, LLC 0.05% Add +50.0% 33,922 $9.2M
Waverly Advisors, LLC 0.07% Reduce -1.1% 33,845 $9.2M
Aptus Capital Advisors, LLC 0.08% Reduce -3.9% 33,725 $9.1M
Nordea Investment Management AB 0.01% Add +3.1% 34,306 $9.1M
USS Investment Management Ltd 0.04% Add +2.7% 33,565 $9.1M
&partners 0.04% Add +13.4% 33,297 $9.0M
US Bancorp \de 0.01% Reduce -4.2% 33,142 $9.0M
DNB Asset Management AS 0.03% Add +10.1% 32,898 $8.9M
Columbus Macro, LLC 0.94% Reduce -11.7% 32,451 $8.8M
Calamos Advisors LLC 0.04% No change 31,946 $8.7M
Xponance LLC 0.06% Add +12.4% 31,232 $8.5M
Franklin, Parlapiano, Turner & Welch, LLC 1.98% Add +1.8% 26,759 $8.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +12.9% 30,621 $8.3M
Millennium Management 0.01% Reduce -87.5% 30,616 $8.3M
Seven Post Investment Office LP 2.67% Add +1.1% 30,497 $8.3M
Wealthfront Advisers LLC 0.02% Add +26.3% 29,403 $8.0M
Amalgamated Bank 0.06% Reduce -2.2% 29,364 $8.0M
New Age Alpha Advisors, LLC 0.37% Add +8.4% 29,196 $7.9M
Stephens Inc. 0.10% Add +9.3% 29,094 $7.9M
Y-Intercept (Hong Kong) Ltd 0.15% Add +82.4% 29,011 $7.9M
Edgemoor Investment Advisors, Inc. 0.62% Add +0.9% 28,924 $7.8M
Adams Diversified Equity Fund, Inc. 0.28% New 28,900 $7.8M
Sophron Capital Management L.P. 2.31% Reduce -21.0% 28,889 $7.8M
Equitable Trust Co. 0.36% Reduce -4.1% 28,849 $7.8M
OP Asset Management Ltd 0.08% Reduce -6.6% 28,417 $7.7M
ProShare Advisors LLC 0.01% Reduce -19.6% 28,280 $7.7M
Osaic Holdings, Inc. 0.01% Reduce -6.2% 28,124 $7.6M
Guggenheim Capital LLC 0.06% Add +5.9% 27,892 $7.6M
Fiduciary Trust Co 0.09% Reduce -9.8% 27,737 $7.5M
Erste Asset Management GmbH 0.07% Add +1.1% 28,300 $7.5M
Dakota Wealth Management 0.16% Add +486.9% 27,158 $7.4M
Sheets Smith Wealth Management 0.82% Reduce -0.1% 26,810 $7.3M
Creative Planning 0.00% Add +9.6% 26,146 $7.1M
Voya Investment Management LLC 0.01% Add +0.1% 25,935 $7.0M
Clifford Swan Investment Counsel LLC 0.24% No change 25,918 $7.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -36.5% 25,849 $7.0M
Utah Retirement Systems 0.07% Reduce -1.5% 25,673 $7.0M
Captrust Financial Advisors 0.01% Add +153.6% 24,505 $6.6M
GSI Capital Advisors LLC 3.59% New 24,435 $6.6M
Tompkins Financial Corp. 0.53% Add +3.0% 24,358 $6.6M
Police & Firemen's Retirement System of New Jersey 0.06% Add +0.4% 24,327 $6.6M
Yousif Capital Management, LLC 0.08% Reduce -1.9% 23,859 $6.5M
Rothschild Investment LLC 0.33% Reduce -0.0% 23,518 $6.4M
New York Life Investment Management LLC 0.05% Add +2.7% 23,489 $6.4M
Pensionfund PDN 3.66% Add +11.4% 23,389 $6.3M
PNC Financial Services Group, Inc. 0.00% Add +20.8% 23,199 $6.3M
Anson Funds Management LP 0.83% New 23,100 $6.3M
PensionDanmark Pensionsforsikringsaktieselskab 0.06% Reduce -20.8% 23,022 $6.2M
Eastover Investment Advisors LLC 2.66% Add +2.4% 22,952 $6.2M
Rakuten Investment Management, Inc. 0.01% Add +12.8% 23,440 $6.2M
Truist Financial Corp. 0.01% Add +3.1% 22,739 $6.2M
Nomura Holdings Inc. 0.05% Reduce -9.1% 22,664 $6.1M
Andra AP-fonden 0.07% Reduce -47.8% 22,630 $6.1M
Mercer Global Advisors Inc. 0.01% Reduce -32.6% 22,184 $6.0M
Ellsworth Advisors, LLC 1.12% Add +22.0% 21,946 $5.9M
Advocate Group LLC 0.93% Add +7.6% 21,872 $5.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -22.2% 21,763 $5.9M
Mackenzie Financial Corp. 0.01% Add +8.4% 21,619 $5.9M
Susquehanna International Group, LLP 0.01% Reduce -31.3% 21,555 $5.8M
Tidal Investments LLC 0.02% Add +91.3% 21,519 $5.8M
Hantz Financial Services, Inc. 0.09% Add +32.1% 21,160 $5.7M
Candriam S.C.A. 0.03% Reduce -1.3% 21,056 $5.7M
Public Employees Retirement Association of Colorado 0.02% Reduce -0.0% 20,084 $5.4M
Masterton Capital Management, LP 4.93% Reduce -61.5% 19,994 $5.4M
M&T Bank Corp 0.02% Add +1.5% 19,933 $5.4M
Horizon Investments, LLC 0.06% Add +14.0% 19,920 $5.4M
Trajan Wealth LLC 0.21% Add +9.7% 19,446 $5.3M
Rockefeller Capital Management L.P. 0.01% Reduce -5.1% 19,386 $5.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +21.2% 19,057 $5.1M
Sequoia Financial Advisors, LLC 0.03% Add +12.8% 18,731 $5.1M
Osmosis Investment Management UK Ltd 0.14% Add +27.7% 18,703 $5.1M
Knights of Columbus Asset Advisors LLC 0.28% No change 18,610 $5.0M
Te Ahumairangi Investment Management Ltd 0.84% Reduce -1.1% 18,406 $5.0M
Pring Turner Capital Group Inc. 2.98% No change 19,074 $4.9M
Baker Ellis Asset Management LLC 0.59% Add +3.1% 18,212 $4.9M
Kestra Advisory Services, LLC 0.02% Reduce -44.7% 18,109 $4.9M
Oregon Public Employees Retirement Fund 0.06% Add +0.3% 18,101 $4.9M
Hamilton Capital Partners Inc. 0.16% Add +14.8% 17,922 $4.9M
Edgestream Partners, L.P. 0.15% Reduce -48.8% 17,349 $4.7M
MAI Capital Management 0.03% Add +3.5% 17,216 $4.7M
Sanctuary Advisors, LLC 0.03% Add +8.9% 17,216 $4.7M
Investment Management Corp of Ontario 0.06% Add +3.6% 17,016 $4.6M
Mutual of America Capital Management LLC 0.05% Reduce -0.9% 16,800 $4.6M
Norinchukin Bank, The 0.05% Reduce -1.2% 16,785 $4.5M
Bank of Nova Scotia Trust Co. 0.39% New 16,669 $4.5M
Advisors Asset Management, Inc. 0.07% Add +16.1% 16,649 $4.5M
Cwm, LLC 0.01% Reduce -17.7% 16,511 $4.5M
1834 Investment Advisors Co. 0.55% Add +7.9% 16,402 $4.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.7% 16,216 $4.4M
Vinva Investment Management Ltd 0.05% Reduce -9.3% 16,102 $4.3M
Northwest Bancshares, Inc. 0.83% Add +1.6% 15,366 $4.2M
Colonial Trust Advisors 0.32% Reduce -0.7% 15,230 $4.1M
Siemens Fonds Invest GmbH 0.23% Reduce -0.9% 15,006 $4.1M
NewEdge Advisors, LLC 0.01% Reduce -14.1% 14,999 $4.1M
Focus Partners Wealth 0.00% Reduce -31.6% 14,787 $4.0M
Rafferty Asset Management, LLC 0.02% Reduce -27.1% 14,717 $4.0M
SGL Investment Advisors, Inc. 1.51% Reduce -3.7% 12,778 $4.0M
D.A. Davidson & Co. 0.02% Reduce -0.6% 14,655 $4.0M
Stablepoint Partners, LLC 0.59% New 14,588 $4.0M
Third View Private Wealth, LLC 0.54% Add +16.2% 14,532 $3.9M
Steward Partners Investment Advisory, LLC 0.02% Add +13.5% 14,451 $3.9M
Avanza Fonder AB 0.11% Reduce -2.3% 14,292 $3.9M
Legacy Financial Independent Advisors LLC 2.01% — 14,271 $3.9M
Vanguard Personalized Indexing Management, LLC 0.04% Add +16.4% 14,261 $3.9M
TCW Group Inc. 0.03% Reduce -16.7% 13,893 $3.8M
GAM Holding AG 0.33% Reduce -38.8% 13,869 $3.8M
MainStreet Investment Advisors LLC 0.56% Reduce -6.5% 13,715 $3.7M
Two Sigma Investments, LP 0.00% New 13,680 $3.7M
Ethic Inc. 0.06% Reduce -1.5% 13,411 $3.6M
Longfellow Investment Management Co. LLC 0.75% No change 13,330 $3.6M
Benjamin Edwards Inc. 0.04% Add +7.9% 13,234 $3.6M
Dean Investment Associates, LLC 0.50% Reduce -3.8% 13,177 $3.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.10% Reduce -3.8% 13,155 $3.6M
Fuller & Thaler Asset Management, Inc. 0.01% Add +3.6% 13,078 $3.5M
MassMutual Private Wealth & Trust, FSB 0.10% Reduce -7.9% 12,899 $3.5M
SummitTX Capital, L.P. 0.11% New 12,710 $3.4M
Azimuth Capital Investment Management LLC 0.13% Add +6.0% 12,547 $3.4M
Verition Fund Management LLC 0.03% Add +164.9% 12,476 $3.4M
Squarepoint Ops LLC 0.01% Reduce -32.5% 12,444 $3.4M
Teachers Retirement System of the State of Kentucky 0.03% No change 12,273 $3.3M
Gulf International Bank (UK) Ltd 0.07% Add +53.7% 12,205 $3.3M
Eurizon Capital SGR S.p.A. 0.01% Reduce -28.7% 12,172 $3.3M
Stiles Financial Services Inc 1.00% Add +3.0% 12,129 $3.3M
Exencial Wealth Advisors, LLC 0.10% Reduce -1.9% 11,865 $3.2M
Pensionfund Sabic 3.69% Reduce -23.6% 11,313 $3.1M
Gould Capital, LLC 1.85% Add +7.2% 11,292 $3.1M
Naviter Wealth, LLC 0.38% Add +13.2% 11,147 $3.0M
First Nebraska Trust Co 0.28% Reduce -0.5% 11,012 $3.0M
Capital Investment Counsel, LLC 0.40% Add +3.6% 10,816 $2.9M
Beacon Pointe Advisors, LLC 0.02% Add +8.9% 10,717 $2.9M
MML Investors Services, LLC 0.01% Reduce -12.2% 10,609 $2.9M
Bragg Financial Advisors, Inc 0.09% Add +392.4% 10,587 $2.9M
Walled Lake Planning & Wealth Management, LLC 0.82% Add +2.5% 10,343 $2.8M
Inspire Investing, LLC 0.16% Add +390.2% 10,323 $2.8M
Private Capital Management, LLC 0.28% Add +126.7% 10,200 $2.8M
Crossmark Global Holdings, Inc. 0.04% Add +2.0% 9,997 $2.7M
PEAK6 LLC 0.08% Reduce -28.7% 9,893 $2.7M
Keybank National Association 0.01% Add +3.0% 9,850 $2.7M
Sigma Investment Counselors Inc. 0.14% Reduce -5.8% 9,552 $2.6M
Mizuho Securities USA LLC 0.06% Reduce -16.9% 9,549 $2.6M
Intech Investment Management LLC 0.02% Reduce -32.9% 9,322 $2.5M
XTX Topco Ltd 0.04% Reduce -51.8% 9,312 $2.5M
LYNX Capital Group Ltd. 1.17% Reduce -0.0% 9,281 $2.5M
Allstate Corp. 0.03% Reduce -41.8% 9,234 $2.5M
Equitable Holdings, Inc. 0.02% Add +236.7% 9,349 $2.5M
Sowell Financial Services LLC 0.09% Add +5.6% 9,103 $2.5M
Vident Advisory, LLC 0.02% Add +11.7% 9,049 $2.5M
Graham Capital Management, L.P. 0.11% Add +437.0% 9,043 $2.4M
Systematic Alpha Investments, LLC 0.09% No change 9,030 $2.4M
Allworth Financial LP 0.01% Reduce -3.2% 9,021 $2.4M
Hartford Investment Management Co. 0.08% Reduce -1.2% 9,012 $2.4M
Founders Financial Securities LLC 0.14% Reduce -1.8% 8,279 $2.4M
Ontario Teachers Pension Plan Board 0.07% Reduce -72.9% 8,925 $2.4M
Jefferies Financial Group Inc. 0.03% Add +803.8% 8,875 $2.4M
DRW Securities, LLC 0.13% Add +651.8% 8,706 $2.4M
Oppenheimer Asset Management Inc. 0.03% Add +24.4% 8,667 $2.3M
Abn Amro Investment Solutions 0.03% Add +10.7% 8,623 $2.3M
Dynamic Advisor Solutions LLC 0.07% Add +7.5% 8,535 $2.3M
Weaver Capital Management LLC 0.50% Add +33.6% 8,424 $2.3M
Pathstone Holdings, LLC 0.01% Reduce -2.3% 8,351 $2.3M
Presima Securities ULC 1.26% No change 8,298 $2.2M
DoubleLine ETF Adviser LP 0.84% Reduce -19.9% 8,195 $2.2M
Capital Management Associates, Inc 0.50% Add +2.2% 8,093 $2.2M
Louisiana State Employees Retirement System 0.04% Reduce -1.2% 8,000 $2.2M
Spartan Wealth Advisory Services LLC 0.19% — 7,946 $2.2M
AG2R La Mondiale Gestion D'actifs 0.10% Reduce -0.9% 7,929 $2.1M
Spirit of America Management Corp. 0.42% No change 7,925 $2.1M
Pure Financial Advisors, LLC 0.03% Reduce -0.7% 7,907 $2.1M
Vanderbilt University 0.40% Reduce -25.6% 7,857 $2.1M
Maryland State Retirement & Pension System 0.04% No change 7,822 $2.1M
BLI - Banque de Luxembourg Investments 0.06% No change 8,200 $2.1M
Johnson Financial Group, Inc. 0.07% Add +12.9% 7,639 $2.1M
Regatta Capital Group, LLC 0.31% Add +8.7% 7,601 $2.1M
Kestra Private Wealth Services, LLC 0.03% Add +72.2% 7,526 $2.0M
Mediolanum International Funds Ltd 0.02% Reduce -43.3% 7,684 $2.0M
Chatham Capital Group, Inc. 0.30% Add +9.2% 7,518 $2.0M
Allspring Global Investments Holdings, LLC 0.00% Reduce -75.3% 7,366 $2.0M
Summit Trail Advisors, LLC 0.03% Add +14.3% 7,474 $2.0M
Ilmarinen Mutual Pension Insurance Co 0.02% New 7,432 $2.0M
OMERS ADMINISTRATION Corp 0.01% Add +29.7% 7,382 $2.0M
LMR Partners LLP 0.02% New 7,378 $2.0M
New Mexico Educational Retirement Board 0.06% No change 7,365 $2.0M
Bokf, NA 0.03% Add +8.6% 7,360 $2.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.10% No change 7,350 $2.0M
LBP Am SA 0.03% New 7,241 $2.0M
Zimmer Partners, LP 0.05% New 7,200 $2.0M
B. Metzler seel. Sohn & Co. AG 0.02% Add +88.5% 7,183 $1.9M
Colonial Trust Co / SC 0.26% Add +1.0% 7,128 $1.9M
Columbia Bank 0.55% Reduce -1.1% 7,082 $1.9M
LDR Capital Management LLC 3.64% Add +59.8% 6,881 $1.9M
Fideuram Asset Management (Ireland) dac 0.24% Reduce -10.7% 6,377 $1.9M
Saturna Capital Corp. 0.03% No change 6,863 $1.9M
Kentucky Retirement Systems 0.13% Add +20.3% 11,933 $1.8M
Werlinich Asset Management, LLC 0.87% Reduce -6.7% 6,612 $1.8M
Orion Porfolio Solutions, LLC 0.02% Reduce -7.2% 6,572 $1.8M
Tower Research Capital LLC (TRC) 0.05% Add +167.2% 6,515 $1.8M
MUFG Securities EMEA plc 0.03% No change 6,481 $1.8M
Integrated Wealth Concepts LLC 0.01% Add +583.3% 6,471 $1.8M
Allen Wealth Management, LLC 0.87% Add +9.1% 6,417 $1.7M
Rowlandmiller & Partners.adv 0.35% Reduce -1.0% 6,336 $1.7M
Sawyer & Company, Inc 0.66% Reduce -2.9% 6,301 $1.7M
GeoWealth Management, LLC 0.06% Reduce -6.2% 6,278 $1.7M
Texas Yale Capital Corp. 0.05% Reduce -1.7% 6,260 $1.7M
Ramirez Asset Management, Inc. 0.20% Add +5.2% 6,249 $1.7M
Woodline Partners LP 0.01% Add +113.3% 6,159 $1.7M
Independent Advisor Alliance 0.02% Reduce -11.7% 6,110 $1.7M
Jain Global LLC 0.02% New 6,090 $1.6M
Pinebridge Investments LLC 0.01% Add +67.7% 6,048 $1.6M
Concurrent Investment Advisors, LLC 0.02% Reduce -9.6% 5,948 $1.6M
Capital Group Private Client Services, Inc. 0.03% Add +20.1% 5,914 $1.6M
Saudi Central Bank 0.03% New 5,829 $1.6M
Brown Advisory Inc. 0.00% Reduce -0.6% 5,804 $1.6M
Merit Financial Group, LLC 0.01% Reduce -4.6% 5,792 $1.6M
Drucker Wealth 3.0, LLC 0.27% Add +1.2% 5,744 $1.6M
Creative Financial Designs Inc. 0.09% Add +3.9% 5,725 $1.6M
Empowered Funds, LLC 0.01% Reduce -1.6% 5,570 $1.5M
Ashton Thomas Private Wealth, LLC 0.04% New 5,542 $1.5M
Naples Global Advisors, LLC 0.11% Add +13.0% 5,467 $1.5M
Plato Investment Management Ltd 0.10% Reduce -0.3% 5,458 $1.5M
Triton Financial Group Inc 2.57% Add +97.3% 5,569 $1.5M
E. Ohman J:or Asset Management AB 0.04% Reduce -6.0% 5,443 $1.5M
Midwest Professional Planners, LTD. 0.35% Reduce -2.2% 5,424 $1.5M
Azzad Asset Management Inc. 0.15% Add +0.7% 5,358 $1.5M
Columbia Asset Management 0.28% Reduce -2.1% 5,356 $1.5M
Clare Market Investments LLC 0.30% — 5,321 $1.4M
Banque Cantonale Vaudoise 0.05% Add +45.4% 5,291 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.05% Reduce -0.8% 5,251 $1.4M
Atria Investments, Inc 0.02% Add +28.3% 5,225 $1.4M
Kornitzer Capital Management Inc. 0.03% No change 5,200 $1.4M
CSS LLC 0.22% Add +1.6% 5,100 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.1% 5,053 $1.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -87.3% 5,023 $1.4M
Marshall Wace, LLP 0.00% Reduce -63.9% 5,017 $1.4M
Westerkirk Capital Inc. 0.15% Add +4.4% 5,014 $1.4M
Hancock Whitney Corp. 0.02% Reduce -1.1% 4,476 $1.4M
ASR Vermogensbeheer N.V. 0.02% Add +0.6% 4,971 $1.3M
Absher Wealth Management, LLC 0.16% Add +35.3% 4,951 $1.3M
Arax Advisory Partners 0.04% Add +187.8% 4,922 $1.3M
Mgo One Seven LLC 0.03% Reduce -44.2% 4,889 $1.3M
Banque Pictet & Cie SA 0.02% New 4,888 $1.3M
Brooklyn Investment Group 0.04% Add +111.0% 4,886 $1.3M
Meridian Wealth Management, LLC 0.05% Add +1.9% 4,854 $1.3M
J. Safra Sarasin Holding AG 0.02% Add +228.4% 4,850 $1.3M
Ossiam 0.02% Add +28.2% 4,786 $1.3M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -21.6% 4,775 $1.3M
JPL Wealth Management, LLC 0.30% Reduce -1.7% 4,768 $1.3M
First Manhattan Co. Llc. 0.00% No change 4,744 $1.3M
Stansberry Asset Management, LLC 0.13% Add +4.2% 4,724 $1.3M
Hennion & Walsh Asset Management, Inc. 0.04% Add +1.2% 4,724 $1.3M
Apollon Wealth Management, LLC 0.02% Reduce -8.7% 4,592 $1.2M
North Dakota State Investment Board 0.05% Reduce -15.5% 4,575 $1.2M
Oppenheimer & Co. Inc. 0.01% Reduce -44.9% 4,554 $1.2M
Arbor Capital Management Inc. 1.00% Reduce -5.4% 4,279 $1.2M
XML Financial, LLC 0.10% Reduce -26.6% 4,496 $1.2M
United Capital Financial Advisors, LLC 0.01% Add +21.8% 4,490 $1.2M
Mufg Securities Americas Inc. 0.08% Add +2.7% 4,371 $1.2M
WBH Advisory Inc. 0.09% No change 4,256 $1.2M
ICW Investment Advisors LLC 0.42% Add +1.5% 4,319 $1.2M
J.W. Cole Advisors, Inc. 0.04% Add +10.4% 4,317 $1.2M
Securian Asset Management, Inc. 0.05% No change 4,294 $1.2M
Doliver Advisors, LP 0.26% Add +1.3% 4,182 $1.1M
Kentucky Retirement Systems Insurance Trust Fund 0.08% No change 4,156 $1.1M
Gateway Investment Advisers LLC 0.01% New 4,145 $1.1M
AlphaCore Capital LLC 0.03% Add +16.1% 4,108 $1.1M
Bangor Savings Bank 0.09% Reduce -0.2% 4,104 $1.1M
Rodgers Brothers Inc. 0.13% Add +5.2% 4,075 $1.1M
Haverford Trust Co 0.01% No change 4,064 $1.1M
Robertson Stephens Wealth Management, LLC 0.03% Add +0.3% 4,045 $1.1M
Moody LYNN Lieberson & Walker, LLC 0.06% No change 4,000 $1.1M
Bessemer Group Inc. 0.00% Add +19.9% 4,000 $1.1M
Private Advisor Group, LLC 0.01% Reduce -21.4% 3,987 $1.1M
Commerzbank Aktiengesellschaft 0.02% Reduce -40.1% 3,976 $1.1M
Diversify Wealth Management, LLC 0.02% Add +279.9% 3,655 $1.1M
Global Wealth Management Investment Advisory, Inc. 0.17% Add +3.3% 3,965 $1.1M
Moran Wealth Management, LLC 0.03% Reduce -32.2% 3,952 $1.1M
Ascent Wealth Partners, LLC 0.12% Add +7.1% 3,912 $1.1M
Sage Capital Management, LLC 0.49% Reduce -4.3% 3,828 $1.0M
RD Lewis Holdings, Inc. 0.90% Reduce -10.9% 3,526 $1.0M
RB Capital Management, LLC 0.23% Reduce -3.3% 3,809 $1.0M
Northwest & Ethical Investments L.P. 0.02% No change 3,761 $1.0M
Summit Financial, LLC 0.01% Add +143.1% 3,734 $1.0M
Segment Wealth Management, LLC 0.06% Add +2.2% 3,711 $1.0M
Thoroughbred Financial Services, LLC 0.06% Reduce -9.0% 3,701 $1.0M
Hardworking Capital Advisors, LLC 0.94% Add +0.2% 3,696 $1.0M
Assetmark, Inc. 0.00% Add +9.0% 3,654 $990K
Rogco, LP 0.33% Reduce -0.2% 3,640 $986K
Diligent Investors, LLC 0.24% Add +0.1% 3,584 $971K
Quadrant Capital Group LLC 0.03% Add +77.9% 3,562 $965K
Pavion Blue Capital, LLC 0.42% Add +27.4% 3,551 $962K
Novem Group 0.11% Add +4.4% 3,503 $949K
Two Sigma Securities, LLC 0.11% New 3,492 $946K
Whittier Trust Co. 0.01% Reduce -5.8% 3,293 $925K
Capital Financial Group Inc\co\ 0.51% Add +3.0% 3,405 $922K
EP Wealth Advisors, LLC 0.00% Reduce -7.6% 3,403 $922K
Michels Family Financial, LLC 0.66% No change 3,399 $921K
Daiichi Life Insurance Co., Ltd. 0.03% Reduce -4.8% 3,399 $921K
Wealthspire Advisors, LLC 0.01% Reduce -12.3% 3,393 $919K
Raiffeisen Bank International AG 0.01% Add +2326.1% 3,445 $913K
Romano Brothers and Company 0.10% Add +6.4% 3,344 $906K
Savant Capital, LLC 0.00% Add +19.5% 3,309 $896K
GTS Securities LLC 0.03% Add +115.5% 3,292 $892K
Avidian Wealth Enterprises, LLC 0.03% Add +12.2% 3,278 $888K
Moneta Group Investment Advisors LLC 0.01% Add +2.6% 3,260 $883K
Hummer Financial Advisory Services Inc 0.62% No change 3,244 $879K
Pekin Hardy Strauss, Inc. 0.09% Reduce -0.3% 3,233 $876K
North Dallas Bank & Trust Co. 0.59% Reduce -1.7% 3,213 $870K
Blueshift Asset Management, LLC 0.26% New 3,199 $867K
Waddell & Associates, LLC 0.05% Add +3.3% 3,146 $852K
Family Legacy, Inc. 0.26% Reduce -3.4% 3,145 $852K
Assenagon Asset Management S.A. 0.00% No change 3,144 $852K
Marshall Financial Group, LLC 0.14% Add +1.9% 3,122 $846K
Caprock Group, LLC 0.02% Add +21.9% 3,090 $837K
Middleton & Co. Inc. 0.10% Reduce -3.7% 3,089 $837K
Guidance Capital, Inc. 0.19% Add +1.9% 2,771 $828K
Procyon Advisors, LLC 0.04% Reduce -0.4% 3,027 $820K
Axxcess Wealth Management, LLC 0.03% Add +2.5% 3,019 $818K
Farther Finance Advisors, LLC 0.01% Reduce -11.5% 2,909 $804K
Sterling Investment Management, LLC 0.48% Reduce -1.9% 2,967 $804K
Bridgewater Associates 0.00% Add +283.1% 2,965 $803K
Chesapeake Capital Corp. 0.58% New 2,956 $801K
Baker Tilly Wealth Management, LLC 0.19% Add +10.8% 2,950 $799K
HB Wealth Management, LLC 0.01% Add +22.2% 2,936 $795K
Generation Capital Management LLC 0.58% No change 2,928 $793K
Conning Inc. 0.03% Reduce -3.6% 2,898 $785K
Harvest Portfolios Group Inc. 0.01% Reduce -44.9% 2,890 $783K
Flavin Financial Services, Inc. 0.52% Add +6.0% 2,871 $778K
Penserra Capital Management LLC 0.01% Add +2.3% 2,872 $777K
AlphaGrep UK Ltd 0.23% Reduce -16.0% 2,826 $766K
Simplex Trading, LLC 0.02% Add +95.1% 2,813 $762K
Meeder Advisory Services, Inc. 0.03% Add +1.6% 2,794 $757K
Integrated Advisors Network LLC 0.04% Add +1.8% 2,786 $755K
Elevation Point Wealth Partners, LLC 0.02% Add +9.1% 2,759 $747K
Snowden Capital Advisors LLC 0.02% Reduce -4.8% 2,746 $744K
Canada Post Corp Registered Pension Plan 0.03% Add +41.2% 2,742 $743K
Cape Ann Savings Bank 0.37% Reduce -2.4% 2,727 $739K
Dynamic Technology Lab Private Ltd 0.12% Reduce -40.8% 2,724 $738K
Hendershot Investments Inc. 0.10% Reduce -2.1% 2,707 $733K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -27.5% 2,695 $730K
NorthRock Partners, LLC 0.01% Add +110.8% 2,688 $728K
Inspire Advisors, LLC 0.06% Add +4.1% 2,662 $721K
Glenmede Trust Co. NA 0.00% Add +5.1% 2,659 $720K
Old Port Advisors 0.17% Reduce -13.3% 2,650 $718K
Mechanics Financial Corp 0.30% Add +3.5% 2,611 $707K
Stevens Capital Management LP 0.11% Reduce -42.0% 2,571 $696K
InTrack Investment Management Inc 0.39% Reduce -1.0% 2,553 $692K
Blair William & Co. 0.00% Add +6.1% 2,546 $690K
DAVENPORT & Co LLC 0.00% Reduce -3.5% 2,503 $678K
Syon Capital LLC 0.03% Reduce -11.0% 2,495 $676K
Mariner, LLC 0.00% Reduce -90.7% 2,491 $674K
Hartline Investment Corp./ 0.07% No change 2,489 $674K
Mission Wealth Management, LP 0.01% Reduce -14.5% 2,489 $674K
Fifth Third Wealth Advisors LLC 0.02% Add +12.0% 2,487 $674K
Jump Financial, LLC 0.01% Reduce -23.1% 2,481 $672K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -55.7% 2,476 $671K
Elevation Wealth Partners, LLC 0.24% Add +0.6% 2,452 $664K
Mutual Advisors, LLC 0.01% Add +13.3% 2,442 $662K
South Plains Financial, Inc. 0.38% Add +1.7% 2,438 $660K
Huntington National Bank 0.00% Add +105.4% 2,436 $660K
Savvy Advisors, Inc. 0.02% Add +24.3% 2,433 $659K
Morningstar Investment Management LLC 0.04% Add +68.0% 2,430 $658K
Silverlake Wealth Management LLC 0.14% Reduce -3.9% 2,418 $655K
Sterling Investment Advisors, Ltd. 0.12% Reduce -17.2% 2,403 $651K
Eagle Harbor Asset Management Inc. 0.56% Add +9.1% 2,400 $650K
Loudon Investment Management, LLC 0.35% No change 2,400 $650K
Sit Investment Associates Inc. 0.01% Reduce -88.7% 2,391 $648K
Ar Asset Management Inc. 0.13% No change 2,388 $647K
GF Fund Management Co. LTD. 0.01% Reduce -8.7% 2,388 $647K
Werba Rubin Papier Wealth Management 0.09% Add +0.7% 2,359 $639K
Balyasny Asset Management L.P. 0.00% Reduce -96.7% 2,358 $639K
Advisory Services Network, LLC 0.01% Reduce -47.7% 2,358 $638K
Montecito Bank & Trust 0.10% Reduce -7.9% 2,353 $637K
Tema ETFs LLC 0.04% Add +0.3% 2,353 $637K
Plimoth Trust Co. LLC 0.14% No change 2,345 $635K
Horst & Graben Wealth Management LLC 0.09% Add +0.5% 2,042 $624K
Brown Brothers Harriman & Co. 0.00% Add +154.5% 2,301 $623K
Prestige Wealth Management Group LLC 0.12% Add +2925.3% 2,269 $615K
Coldstream Capital Management Inc. 0.01% Reduce -0.7% 2,256 $611K
Peapack Gladstone Financial Corp. 0.01% Add +1.0% 2,258 $611K
Jacobi Capital Management LLC 0.03% Add +0.0% 2,243 $608K
Pinnacle Financial Partners, Inc. 0.00% Add +3.5% 2,232 $605K
Whitener Capital Management, Inc. 0.14% Add +5.1% 2,231 $604K
Ostrum Asset Management 0.03% Reduce -62.1% 2,226 $603K
Principal Securities, Inc. 0.01% Reduce -3.6% 2,208 $598K
Evergreen Capital Management LLC 0.01% Add +61.8% 2,186 $592K
Hartford Funds Management Co LLC 0.05% Add +27.4% 2,184 $592K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -1.6% 2,179 $590K
Biltmore Wealth Management, LLC 0.21% Add +2.0% 2,173 $589K
Atlas Brown,Inc. 0.18% Reduce -1.0% 2,166 $587K
Vanguard National Trust Co 0.04% — 2,163 $586K
Great Valley Advisor Group, Inc. 0.01% Reduce -26.1% 2,144 $581K
Generali Investments, Management Co LLC 0.14% Reduce -42.4% 2,144 $581K
Winebrenner Capital Management LLC 0.37% Add +0.2% 2,138 $579K
Choreo, LLC 0.01% Add +5.5% 2,136 $579K
Lido Advisors, LLC 0.00% Reduce -48.1% 2,133 $578K
Gallacher Capital Management LLC 0.22% New 2,135 $578K
Checchi Capital Advisers, LLC 0.04% Add +0.9% 2,124 $575K
Hohimer Wealth Management, LLC 0.07% Add +25.6% 2,118 $574K
Ritholtz Wealth Management 0.01% Reduce -15.3% 2,105 $570K
Signet Financial Management, LLC 0.06% Add +13.3% 2,100 $569K
Retirement Planning Co of New England, Inc. 0.23% Add +0.6% 2,099 $568K
Vontobel Holding Ltd. 0.00% No change 2,097 $568K
Brighton Jones LLC 0.01% New 2,090 $566K
Callan Family Office, LLC 0.01% Reduce -12.6% 2,089 $566K
Foundations Investment Advisors, LLC 0.01% Reduce -16.3% 2,082 $564K
Formidable Asset Management, LLC 0.09% Reduce -28.4% 2,063 $559K
Prudential PLC 0.00% Reduce -79.9% 2,035 $551K
Berkeley Capital Partners, LLC 0.13% Add +1.2% 2,028 $549K
One Capital Management, LLC 0.01% Reduce -8.0% 2,021 $547K
Independent Financial Group, LLC 0.01% Add +14.8% 2,021 $547K
HUB Investment Partners, LLC 0.01% Add +0.3% 1,987 $538K
Shum Financial Group, Inc. 0.38% Reduce -0.6% 1,966 $533K
Park Avenue Securities LLC 0.00% Reduce -0.1% 1,960 $531K
Chesapeake Wealth Management 0.16% Reduce -0.3% 1,955 $530K
Parallel Advisors, LLC 0.01% Reduce -1.6% 1,946 $527K
Krane Funds Advisors LLC 0.02% Add +19.7% 1,865 $525K
IVC Wealth Advisors LLC 0.22% Reduce -0.7% 1,910 $517K
Vision Financial Markets LLC 0.50% New 1,900 $515K
111 Capital 0.13% Add +84.8% 1,900 $515K
Strategic Financial Services, Inc. 0.02% No change 1,895 $513K
Profund Advisors LLC 0.02% Reduce -28.7% 1,894 $513K
Fox Run Management, L.L.C. 0.09% New 1,928 $511K
WealthPLAN Partners, LLC 0.10% Add +1.7% 1,886 $511K
Jamison Private Wealth Management, Inc. 0.06% Add +0.2% 1,870 $507K
Sompo Asset Management Co., Ltd. 0.09% Reduce -0.5% 1,870 $507K
Tobam 0.13% Reduce -38.1% 1,844 $500K
Gold Investment Management Ltd. 0.15% Add +0.7% 1,844 $500K
Kingsview Wealth Management, LLC 0.01% Add +27.1% 1,839 $498K
Focused Alpha, LLC 0.15% Add +1.4% 1,807 $489K
Purpose Unlimited Inc. 0.02% No change 1,801 $488K
Chicago Partners Investment Group LLC 0.01% Add +21.6% 1,588 $484K
Advisors Capital Management, LLC 0.01% Add +3.4% 1,783 $483K
Liberty Wealth Management LLC 0.06% Add +1.2% 1,777 $481K
MSH Capital Advisors LLC 0.10% Add +0.8% 1,772 $480K
Aster Capital Management (DIFC) Ltd 0.15% Add +36.9% 1,581 $473K
Mechanics Bank Trust Department 0.06% Add +36.1% 1,715 $465K
IFP Advisors, Inc 0.01% Reduce -49.8% 1,710 $463K
Sagespring Wealth Partners, LLC 0.01% Add +32.1% 1,710 $463K
Norden Group LLC 0.04% Add +31.9% 1,708 $463K
Winmill & Co. Inc. 0.13% No change 1,700 $460K
Stratos Wealth Partners, LTD. 0.01% Reduce -13.7% 1,698 $460K
Fidelis Capital Partners, LLC 0.03% Reduce -5.5% 1,696 $459K
Frank, Rimerman Advisors LLC 0.03% Add +5.2% 1,674 $453K
Modern Wealth Management, LLC 0.01% Add +57.1% 1,637 $452K
Greenleaf Trust 0.00% Add +20.9% 1,667 $452K
Confluence Wealth Services, Inc. 0.02% Reduce -0.1% 1,666 $451K
Greenland Capital Management LP 0.10% New 1,650 $447K
CX Institutional 0.01% Add +3.0% 1,640 $444K
Campion Asset Management 0.30% Reduce -0.7% 1,629 $441K
American Investment Services, Inc. 0.10% No change 1,626 $440K
GAMMA Investing LLC 0.02% Add +53.3% 1,623 $440K
MidFirst Bank 0.04% Add +1.3% 1,614 $437K
WD Rutherford LLC 0.19% Reduce -73.0% 1,613 $437K
South Shore Capital Advisors 0.32% Reduce -7.6% 1,601 $434K
Inscription Capital, LLC 0.05% Reduce -28.2% 1,591 $431K
AE Wealth Management LLC 0.00% Reduce -11.5% 1,568 $425K
Stegent Equity Advisors, Inc. 0.36% New 1,560 $423K
Aprio Wealth Management, LLC 0.02% Add +90.4% 1,552 $421K
Main Line Retirement Advisors, LLC 0.21% Add +1.2% 1,552 $420K
V-Square Quantitative Management LLC 0.04% Add +2.3% 1,546 $419K
Harbour Investments, Inc. 0.01% Add +14.8% 1,544 $418K
Kovack Advisors, Inc. 0.02% Reduce -8.6% 1,523 $418K
Linscomb Wealth, Inc. 0.02% Reduce -9.0% 1,539 $417K
Essex Financial Services, Inc. 0.02% Add +41.2% 1,535 $416K
Halbert Hargrove Global Advisors, LLC 0.02% No change 1,533 $415K
Eastern Bank 0.01% No change 1,530 $414K
Cigna Investments Inc. 0.06% No change 1,522 $412K
Crestmont Private Wealth LLC 0.13% Add +74.3% 1,499 $406K
Verity Asset Management, Inc. 0.17% Add +18.8% 1,492 $404K
Maia Wealth LLC 0.07% Add +34.0% 1,488 $403K
Cornerstone Advisory, LLC 0.04% Reduce -0.5% 1,487 $403K
Everett Harris & Co. 0.01% Reduce -0.3% 1,487 $403K
Shelton Capital Management 0.01% Reduce -3.0% 1,481 $401K
Financial Planning Hawaii, Inc. 0.24% No change 1,480 $401K
Dearborn Partners LLC 0.02% Reduce -3.2% 1,472 $399K
2UniFi Bank 0.19% Add +4.8% 1,459 $395K
Koshinski Asset Management, Inc. 0.02% Reduce -23.9% 1,446 $392K
Fiduciary Financial Group, LLC 0.05% Reduce -1.9% 1,441 $390K
CTC Alternative Strategies, Ltd. 0.89% New 1,440 $390K
Motco 0.04% Add +12.1% 1,439 $390K
PFG Investments, LLC 0.02% Reduce -1.4% 1,437 $389K
Adell Harriman & Carpenter Inc. 0.02% No change 1,429 $387K
Pacific Sun Financial Corp 0.19% Reduce -0.4% 1,426 $386K
Gryphon Financial Partners LLC 0.04% Add +2.6% 1,423 $385K
Busey Bank 0.01% Reduce -9.7% 1,421 $385K
Signaturefd, LLC 0.01% Add +6.3% 1,419 $384K
Ameritas Investment Partners, Inc. 0.01% Reduce -1.6% 1,416 $384K
Auxier Asset Management LLC 0.05% New 1,405 $381K
Legacy Capital Wealth Partners, LLC 0.08% Add +13.2% 1,399 $379K
Arkadios Wealth Advisors 0.01% Reduce -14.3% 1,393 $377K
Sumitomo Life Insurance Co. 0.01% Reduce -57.8% 1,386 $375K
Aegis Wealth Management, Inc. 0.29% Reduce -0.7% 1,364 $369K
Ascentis Independent Advisors 0.03% Add +28.3% 1,359 $368K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +37.4% 1,351 $366K
Advisory Alpha, LLC 0.01% New 1,346 $365K
BBR Partners, LLC 0.02% No change 1,344 $364K
Premier Path Wealth Partners, LLC 0.05% Add +15.8% 1,340 $363K
Ares Financial Consulting, LLC 0.28% No change 1,311 $362K
NorthCrest Asset Manangement, LLC 0.01% Reduce -10.9% 1,286 $361K
Vise Technologies, Inc. 0.01% No change 1,386 $360K
Nilsine Partners, LLC 0.03% Reduce -2.6% 1,177 $360K
Greykasell Wealth Strategies, Inc. 0.14% Add +0.1% 1,321 $358K
Marex Group Ltd 0.00% Add +19.5% 1,320 $358K
Kiley Juergens Wealth Management, LLC 0.06% New 1,319 $357K
Rexford Capital Inc. 0.25% Reduce -2.7% 1,317 $357K
Westpac Banking Corp. 0.02% Reduce -8.3% 1,317 $357K
Bank Ozk 0.13% No change 1,310 $355K
Aaron Wealth Advisors LLC 0.02% Reduce -21.8% 1,306 $354K
Blodgett Wealth Advisors, LLC 0.28% No change 1,300 $352K
Praxis Investment Management Inc. 0.02% No change 1,300 $352K
Dorsey & Whitney Trust CO LLC 0.02% Add +5.4% 1,292 $350K
Peoples Bank 0.35% New 1,286 $348K
Wilmington Savings Fund Society, FSB 0.01% No change 1,285 $348K
OneDigital Investment Advisors LLC 0.00% Add +6.3% 1,282 $347K
4WEALTH Advisors, Inc. 0.29% Add +11.1% 1,300 $345K
Atalanta Sosnoff Capital, LLC 0.01% Add +0.6% 1,268 $343K
Phillips Wealth Planners LLC 0.26% New 1,102 $343K
Blue Fin Capital, Inc. 0.06% Reduce -0.6% 1,263 $342K
KCM Investment Advisors LLC 0.01% Reduce -4.5% 1,263 $342K
Creekside Partners 0.14% No change 1,260 $341K
First Foundation Advisors 0.01% Reduce -1.7% 1,246 $338K
Gateway Wealth Partners, LLC 0.01% New 1,236 $335K
Lederer & Associates Investment Counsel 0.24% No change 1,234 $334K
Asset Planning,Inc 0.23% Add +1.1% 1,219 $330K
Chesley Taft & Associates LLC 0.01% No change 1,211 $328K
Grant Private Wealth Management Inc 0.17% New 1,209 $327K
TD Private Client Wealth LLC 0.01% Add +5.6% 1,199 $325K
PDS Planning, Inc 0.02% Add +1.4% 1,182 $320K
Monetary Management Group Inc. 0.08% No change 1,175 $318K
Evercore Wealth Management, LLC 0.01% Reduce -45.3% 1,174 $318K
W.H. Cornerstone Investments Inc. 0.20% Reduce -62.8% 1,173 $318K
Smartleaf Asset Management LLC 0.01% Add +28.6% 1,197 $317K
Journey Strategic Wealth LLC 0.01% New 1,168 $316K
Wolverine Asset Management LLC 0.02% Reduce -90.2% 1,159 $314K
17 Capital Partners, LLC 0.16% Add +2.7% 1,152 $312K
Exchange Traded Concepts, LLC 0.00% Add +102.1% 1,144 $310K
Sun Financial Inc 0.15% Reduce -6.2% 1,017 $308K
U.S. Capital Wealth Advisors, LLC 0.01% Add +14.0% 1,137 $308K
Cascade Investment Advisors, Inc. 0.18% Reduce -75.8% 1,125 $305K
Second Line Capital, LLC 0.06% Reduce -14.6% 1,003 $303K
Boyer Financial Services, Inc. 0.32% No change 1,111 $301K
Quotient Wealth Partners, LLC 0.01% Add +16.2% 1,107 $300K
Whalerock Point Partners, LLC 0.06% No change 1,105 $299K
Geneos Wealth Management Inc. 0.01% Add +6.0% 1,104 $299K
Certuity, LLC 0.02% Add +6.0% 1,104 $299K
Pembroke Management, LTD 0.04% Add +3.8% 1,097 $297K
Weaver Consulting Group 0.07% Add +0.2% 1,095 $297K
Smithbridge Asset Management Inc. 0.04% Reduce -56.6% 1,089 $295K
Patrick M Sweeney & Associates, Inc. 0.19% No change 1,088 $295K
Ridgecrest Wealth Partners, LLC 0.16% No change 1,086 $294K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.01% Reduce -48.8% 1,082 $293K
Rare Wolf Capital LLC 0.19% No change 1,081 $293K
Versant Capital Management, Inc 0.03% Add +125.1% 1,076 $291K
Supplemental Annuity Collective Trust of NJ 0.08% New 1,069 $290K
Berger Financial Group, Inc 0.02% Reduce -14.0% 1,068 $289K
Panagora Asset Management Inc. 0.00% No change 1,067 $289K
Argent Trust Co 0.01% No change 1,065 $288K
Pinnacle Bancorp, Inc. 0.09% Add +7.0% 1,064 $288K
Sara-Bay Financial 0.09% New 1,062 $288K
Yoder Wealth Management, Inc. 0.13% Add +8.3% 1,054 $286K
Bond & Devick Financial Network, Inc. 0.08% Add +0.5% 1,047 $284K
Compound Planning, Inc. 0.01% Add +21.3% 1,047 $284K
Bill Few Associates, Inc. 0.07% Add +0.2% 1,039 $281K
Valmark Advisers, Inc. 0.00% New 1,032 $280K
Tyche Wealth Partners LLC 0.04% Reduce -0.1% 1,029 $279K
United Community Bank 0.09% Reduce -24.7% 1,011 $274K
Abc Arbitrage SA 0.04% Reduce -95.4% 999 $271K
Sovereign Financial Group, Inc. 0.05% Add +1.4% 998 $270K
Lester Murray Antman dba SimplyRich 0.07% Reduce -0.1% 999 $270K
IHT Wealth Management, LLC 0.01% Add +5.2% 995 $269K
StoneX Group Inc. 0.01% Reduce -46.4% 992 $269K
Crestwood Advisors Group, LLC 0.00% Add +7.1% 990 $268K
Commons Capital, LLC 0.22% Add +3.6% 984 $266K
Transamerica Financial Advisors, LLC 0.02% Add +2.0% 979 $265K
Mirador Capital Partners LP 0.04% Reduce -17.0% 978 $265K
Dickmeyer Boyce Financial Management, Inc. 0.16% — 978 $265K
Albert D Mason Inc. 0.17% Add +0.5% 977 $265K
Kera Capital Partners, Inc. 0.03% Reduce -7.1% 975 $264K
DMC Group, LLC 0.18% Reduce -2.1% 967 $262K
AssuredPartners Investment Advisors, LLC 0.03% Reduce -30.9% 927 $260K
Cresset Asset Management, LLC 0.00% Reduce -77.5% 959 $260K
Planned Solutions, Inc. 0.09% Reduce -9.7% 956 $259K
Outlook Wealth Advisors, LLC 0.06% Add +0.6% 951 $257K
GKV Capital Management Co., Inc. 0.10% No change 950 $257K
Knollwood Investment Advisory, LLC 0.03% No change 950 $257K
Prospera Financial Services Inc 0.00% Add +9.4% 946 $257K
Hilton Head Capital Partners, LLC 0.14% Add +1.6% 947 $257K
Safe Harbor Family Capital, LLC 0.20% Add +0.6% 945 $256K
Gross & Hartman Investments LLC 0.13% Add +0.6% 945 $256K
Rockport Wealth LLC 0.05% No change 944 $256K
White Pine Capital LLC 0.07% Reduce -14.9% 943 $255K
Certified Advisory Corp 0.02% Add +0.1% 936 $253K
Heartland Bank & Trust Co 0.06% Add +3.1% 933 $253K
Williams & Novak, LLC 0.19% Reduce -45.4% 913 $252K
Reynders McVeigh Capital Management, LLC 0.01% Add +1.2% 929 $252K
Investment Advisory Group, LLC 0.06% No change 929 $252K
Astoria Portfolio Advisors LLC. 0.05% Reduce -0.1% 821 $251K
Clarity Financial LLC 0.03% No change 925 $251K
Investmark Advisory Group LLC 0.11% Reduce -3.3% 921 $250K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.08% Add +16.5% 920 $249K
Brevan Howard Capital Management LP 0.00% Reduce -76.3% 917 $248K
Alerus Financial NA 0.01% New 899 $244K
Schwallier Wealth Management LLC 0.18% Add +1.0% 893 $242K
Patton Fund Management, Inc. 0.04% Add +10.6% 890 $241K
M&G PLC 0.00% Add +6.6% 889 $241K
Mather Group, Llc. 0.00% Add +14.4% 889 $241K
Headinvest, LLC 0.05% Reduce -5.3% 887 $240K
Rothschild Wealth LLC 0.02% Add +4.4% 886 $240K
Sunbelt Securities, Inc. 0.02% Add +0.3% 883 $239K
ING Groep NV 0.00% Reduce -70.0% 872 $236K
QRG Capital Management, Inc. 0.00% Reduce -24.1% 865 $234K
Evolve Private Wealth, LLC 0.01% New 854 $231K
Atticus Wealth Management, LLC 0.06% Reduce -27.7% 853 $231K
L2 Asset Management, LLC 0.02% Add +7.2% 851 $231K
Westco Advisory Services Inc. 0.15% No change 850 $230K
Founders Capital Management 0.11% No change 850 $230K
Carrera Capital Advisors 0.04% Reduce -14.8% 849 $230K
OpenArc Corporate Advisory, LLC 0.00% New 847 $229K
Allen Capital Group, LLC 0.02% New 846 $229K
Pinnacle Associates Ltd. 0.00% Add +2.5% 846 $229K
Composition Wealth, LLC 0.00% Reduce -45.7% 841 $228K
Hilltop Holdings Inc. 0.02% Reduce -3.5% 839 $227K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -9.9% 764 $226K
NewEdge Wealth, LLC 0.00% Reduce -73.7% 830 $225K
Frec Markets, Inc. 0.04% New 829 $225K
Live Oak Investment Partners 0.13% Reduce -62.2% 828 $224K
Arkansas Financial Group, Inc. 0.03% New 766 $222K
Simplicity Wealth,LLC 0.01% New 814 $221K
Godsey & Gibb, Inc. 0.02% No change 813 $220K
Wellington Shields & Co., LLC 0.06% No change 800 $217K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% No change 796 $216K
Prime Capital Investment Advisors, LLC 0.00% Reduce -14.6% 784 $212K
Kingswood Wealth Advisors, LLC 0.01% Reduce -25.7% 780 $211K
Texas Capital Bank Wealth Management Services Inc 0.01% Reduce -40.4% 779 $211K
Legacy Wealth Asset Management, LLC 0.05% Reduce -38.7% 778 $211K
Impact Partnership Wealth, LLC 0.03% Reduce -67.2% 778 $211K
Trust Point Inc. 0.02% New 778 $211K
Sterling Capital Management LLC 0.00% Reduce -31.2% 776 $210K
Childress Capital Advisors, LLC 0.04% Reduce -11.0% 775 $210K
Sigma Planning Corp 0.01% New 773 $209K
Badgley Phelps Wealth Managers, LLC 0.00% New 771 $209K
Strategic Blueprint, LLC 0.01% Reduce -10.3% 771 $209K
Insigneo Advisory Services, LLC 0.01% New 770 $209K
Apella Capital, LLC 0.00% New 674 $208K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -54.6% 765 $207K
Baker Avenue Asset Management, LP 0.00% Reduce -18.2% 756 $205K
Richwood Investment Advisors, LLC 0.16% No change 753 $204K
STAR Financial Bank 0.10% New 753 $204K
VestGen Advisors, LLC 0.01% New 651 $202K
Signature Estate & Investment Advisors LLC 0.00% Reduce -7.6% 739 $200K
Center for Financial Planning, Inc. 0.02% No change 736 $199K
Cetera Trust Company, N.A 0.11% Add +5.2% 715 $194K
Larson Financial Group LLC 0.01% Add +19.8% 715 $194K
Los Angeles Capital Management LLC 0.00% Reduce -95.5% 707 $192K
Pingora Partners LLC 0.11% No change 700 $190K
Virtus Investment Advisers, LLC 0.05% Add +11.4% 693 $188K
Deseret Mutual Benefit Administrators 0.06% Add +119.7% 681 $184K
Salem Investment Counselors Inc. 0.01% New 679 $184K
Private Trust Co. NA 0.02% Reduce -19.1% 627 $170K
S.A. Mason LLC 0.06% Reduce -1.4% 623 $169K
AdvisorNet Financial, Inc 0.01% No change 608 $165K
HM Payson & Co. 0.00% No change 568 $154K
EverSource Wealth Advisors, LLC 0.00% Add +10.9% 550 $149K
Union Bancaire Privee, UBP SA 0.00% No change 5,500 $149K
Plante Moran Financial Advisors, LLC 0.01% Add +0.4% 543 $147K
Grove Bank & Trust 0.02% No change 530 $144K
Quaker Wealth Management, LLC 0.04% Add +17200.0% 519 $141K
Eurizon SLJ Capital Ltd 0.07% Add +16.4% 518 $140K
Physician Wealth Advisors, Inc. 0.02% Add +3.2% 512 $139K
TOWER TRUST & INVESTMENT Co 0.09% No change 506 $137K
Ancora Advisors LLC 0.00% Reduce -0.6% 488 $132K
Cromwell Holdings LLC 0.07% No change 487 $132K
Global X Japan Co., Ltd. 0.01% Add +26.7% 479 $130K
Sound Income Strategies, LLC 0.01% No change 465 $128K
Evermay Wealth Management LLC 0.01% Reduce -28.7% 470 $127K
Lanark Financial, Inc. 0.01% Add +0.2% 469 $127K
Whittier Trust Co. of Nevada Inc. 0.00% Add +19.5% 442 $124K
Dagco, Inc. 0.03% No change 451 $122K
CYBER HORNET ETFs LLC 0.08% Reduce -4.4% 434 $120K
Gen-Wealth Partners Inc 0.04% Add +18.6% 427 $116K
Generali Asset Management SPA SGR 0.00% Reduce -91.4% 423 $115K
Silvant Capital Management LLC 0.00% No change 414 $112K
Hartford Financial Management Inc. 0.03% No change 412 $112K
Leo H. Evart, Inc. 0.09% — 402 $109K
Walsh & Associates, LLC 0.11% No change 398 $108K
Pflug Koory, LLC 0.05% No change 397 $108K
Golden State Wealth Management, LLC 0.01% Reduce -11.9% 394 $107K
Gill Capital Partners, LLC 0.03% New 381 $103K
Petix & Botte Co 0.05% Reduce -54.1% 380 $103K
Atlantic Union Bankshares Corp 0.00% Add +10.7% 362 $98K
Curio Wealth, LLC 0.03% New 358 $97K
Hoertkorn Richard Charles 0.08% No change 357 $97K
Sherman Asset Management, Inc. 0.08% No change 338 $92K
Pacific Center for Financial Services 0.02% No change 336 $91K
Rosenberg Matthew Hamilton 0.02% No change 327 $89K
JFS Wealth Advisors, LLC 0.00% No change 323 $87K
Keating Financial Advisory Services, Inc. 0.01% No change 320 $87K
Parkside Financial Bank & Trust 0.01% Reduce -0.3% 318 $86K
Global Wealth Strategies & Associates 0.02% No change 317 $86K
Blue Trust, Inc. 0.00% Reduce -80.5% 303 $82K
Dynamic Wealth Strategies, LLC 0.05% Reduce -37.8% 301 $82K
Capital Advisors, Ltd. LLC 0.01% Add +8.3% 287 $78K
IMA Advisory Services, Inc. 0.01% No change 284 $77K
Spire Wealth Management 0.00% Add +11.5% 282 $76K
Cassaday & Co Wealth Management LLC 0.00% New 279 $76K
Byrne Asset Management LLC 0.04% No change 277 $75K
City State Bank 0.02% Reduce -6.8% 276 $75K
Bank of New Hampshire 0.02% No change 270 $73K
Triumph Capital Management 0.01% No change 267 $72K
Archer Investment Corp 0.02% No change 267 $72K
Clearstead Advisors, LLC 0.00% Reduce -64.8% 262 $71K
Caldwell Trust Co 0.01% No change 260 $70K
Ritter Daniher Financial Advisory LLC / DE 0.01% Add +0.8% 259 $70K
Fairscale Capital, LLC 0.05% No change 253 $69K
Capula Management Ltd 0.00% Reduce -89.0% 253 $69K
Scarborough Advisors, LLC 0.01% Add +1.2% 251 $68K
Boyd Watterson Asset Management LLC 0.02% No change 240 $65K
CENTRAL TRUST Co 0.00% No change 236 $64K
Advocate Investing Services LLC 0.05% No change 227 $61K
Financial Perspectives, Inc 0.02% Add +0.9% 225 $61K
Prosperity Bancshares Inc 0.05% Add +37.6% 223 $60K
Bellevue Asset Management, LLC 0.03% No change 217 $59K
CVA Family Office, LLC 0.01% Add +28.4% 217 $59K
TD Waterhouse Canada Inc. 0.00% Add +128.0% 212 $58K
GHP Investment Advisors, Inc. 0.00% No change 213 $58K
CoreCap Advisors, LLC 0.00% Reduce -2.4% 206 $56K
Covestor Ltd 0.04% Reduce -49.4% 204 $55K
Navigoe, LLC 0.03% No change 200 $54K
Avalon Trust Co 0.00% No change 199 $54K
Basecamp Wealth Advisors LLC 0.01% No change 195 $53K
Winch Advisory Services, LLC 0.01% Add +1.1% 189 $51K
SHP Wealth Management 0.00% Add +3.9% 187 $51K
Towne Trust Company, N.A 0.02% No change 185 $50K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -14.8% 185 $50K
PlanVest Financial, Inc 0.04% — 177 $48K
Zions Bancorporation, National Association 0.00% Reduce -79.4% 171 $46K
International Assets Investment Management, LLC 0.00% New 26,074 $46K
Opal Wealth Advisors, LLC 0.01% New 168 $46K
Delta Asset Management LLC 0.00% No change 168 $46K
Hilltop National Bank 0.01% Add +146.2% 160 $43K
Rossby Financial, LCC 0.01% Reduce -13.6% 152 $42K
Knuff & Co LLC 0.01% No change 146 $40K
Wealth Enhancement Trust Services, Inc. 0.00% Add +13.6% 142 $38K
LRI Investments, LLC 0.00% No change 141 $38K
Toth Financial Advisory Corp. 0.00% No change 137 $37K
Wall Street Financial Group, Inc. 0.02% New 133 $36K
Fulcrum Asset Management LLP 0.01% Reduce -93.6% 135 $36K
Cornerstone Planning Group LLC 0.00% Add +21.2% 120 $36K
SouthState Bank Corp 0.00% No change 131 $35K
Parvin Asset Management, LLC 0.03% No change 128 $35K
Millstone Evans Group, LLC 0.02% No change 126 $34K
JNBA Financial Advisors 0.00% Reduce -14.9% 126 $34K
Farmers & Merchants Investments Inc. 0.00% No change 119 $32K
Armstrong Advisory Group, Inc. 0.00% No change 118 $32K
Ameriflex Group, Inc. 0.02% No change 117 $32K
GW&K Investment Management, LLC 0.00% Add +9.7% 113 $31K
Tradewinds Capital Management, LLC 0.01% No change 114 $31K
Elequin Capital, LP 0.01% New 112 $30K
Centerpoint Advisors, LLC 0.01% No change 111 $30K
Westside Investment Management, Inc. 0.00% Reduce -81.8% 100 $28K
Bayban 0.02% No change 100 $27K
Cypress Capital Management LLC (WY) 0.02% No change 96 $26K
Smithfield Trust Co 0.00% No change 92 $26K
Manchester Capital Management LLC 0.00% Reduce -9.7% 93 $25K
Glen Eagle Advisors, LLC 0.00% No change 90 $24K
Harbor Asset Planning, Inc. 0.02% No change 86 $23K
Capital Analysts, LLC 0.00% Reduce -55.3% 84 $23K
Protective Life Corp. 0.08% New 84 $23K
Quent Capital, LLC 0.00% Reduce -10.9% 82 $22K
Twin Peaks Wealth Advisors, LLC 0.01% New 76 $21K
WHI TRUST Co LLC 0.02% No change 74 $20K
Root Financial Partners, LLC 0.00% Add +414.3% 72 $20K
Tidemark, LLC 0.00% New 71 $19K
MV Capital Management, Inc. 0.00% Reduce -2.8% 70 $19K
Owl Creek Wealth Partners LLC 0.01% — 69 $19K
Dorato Capital Management 0.01% No change 61 $18K
Wellington Shields Capital Management, LLC 0.00% No change 65 $18K
Stone House Investment Management, LLC 0.00% New 64 $17K
Kemnay Advisory Services Inc. 0.00% No change 63 $17K
Friedenthal Financial 0.01% No change 61 $17K
CoreFirst Bank & Trust 0.01% No change 60 $16K
Wilkerson Advisory Group LLC 0.01% Add +140.0% 60 $16K
Salomon & Ludwin, LLC 0.00% Add +256.3% 57 $16K
SOA Wealth Advisors, LLC. 0.00% No change 54 $15K
Heritage Wealth Advisors 0.00% No change 52 $14K
Washington Trust Advisors, Inc. 0.00% Add +18.2% 52 $14K
Swiss Re Ltd. 0.08% No change 51 $14K
McIlrath & Eck, LLC 0.00% Reduce -25.0% 51 $14K
Sachetta, LLC 0.01% Add +117.4% 50 $14K
Bruce G. Allen Investments, LLC 0.01% No change 48 $13K
Truvestments Capital LLC 0.00% No change 47 $13K
Bogart Wealth, LLC 0.00% Add +95.8% 47 $13K
SJS Investment Consulting Inc. 0.00% Add +70.4% 46 $12K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -23.7% 45 $12K
Rialto Wealth Management, LLC 0.00% Add +26.5% 43 $12K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -71.7% 43 $12K
EFG International AG 0.00% New 42 $11K
True Wealth Design, LLC 0.00% Reduce -57.3% 41 $11K
Payden & Rygel 0.00% Reduce -94.6% 40 $11K
Dogwood Wealth Management LLC 0.00% Add +110.5% 40 $11K
Park Place Capital Corp 0.00% No change 40 $11K
High Note Wealth, LLC 0.00% Add +14.3% 40 $11K
E Fund Management (Hong Kong) Co., Ltd. 0.00% Add +3800.0% 39 $11K
Bell Investment Advisors, Inc 0.00% Add +15.2% 38 $10K
Oakworth Capital, Inc. 0.00% No change 38 $10K
Addison Advisors LLC 0.00% No change 37 $10K
Fortitude Family Office, LLC 0.00% No change 37 $10K
Avion Wealth 0.00% Add +56.0% 39 $10K
Financial Avengers, Inc. 0.00% No change 36 $10K
Destiny Wealth Partners, LLC 0.00% New 36 $10K
Crewe Advisors LLC 0.00% No change 34 $9K
Operose Advisors LLC 0.00% New 32 $9K
NBT Bank, N.A. 0.00% Add +18.5% 32 $9K
North Star Investment Management Corp. 0.00% Add +55.0% 31 $8K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -3.0% 32 $8K
1620 Investment Advisors, Inc. 0.01% No change 29 $8K
Highline Wealth Partners LLC 0.00% Add +350.0% 27 $7K
Manitou Investment Management Ltd. 0.00% No change 27 $7K
Banque Transatlantique SA 0.00% New 27 $7K
Summit Securities Group LLC 0.00% Reduce -88.9% 26 $7K
Abound Wealth Management 0.00% Add +56.3% 25 $7K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 25 $7K
Trust Co 0.00% No change 25 $7K
Community Financial Services Group, LLC 0.00% New 24 $7K
Vision Retirement, LLC 0.00% No change 24 $7K
First Command Advisory Services, Inc. 0.00% New 24 $7K
Raffa Wealth Management, LLC 0.00% No change 23 $6K
Cornerstone Financial Management LLC 0.01% Add +57.1% 22 $6K
Quest 10 Wealth Builders, Inc. 0.01% No change 21 $6K
Cedar Mountain Advisors, LLC 0.00% Add +400.0% 20 $5K
DT Investment Partners, LLC 0.00% No change 20 $5K
Financial Management Professionals, Inc. 0.00% Reduce -14.3% 18 $5K
Main Street Group, LTD 0.00% New 18 $5K
Wolff Wiese Magana LLC 0.00% No change 17 $5K
Ballast Advisors LLC 0.00% New 17 $5K
Anchor Investment Management, LLC 0.00% No change 17 $5K
Aspect Partners, LLC 0.00% No change 16 $4K
Principia Wealth Advisory, LLC 0.00% Add +133.3% 14 $4K
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -13.3% 13 $4K
Red Tortoise LLC 0.00% No change 13 $4K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -97.2% 10 $3K
Kilter Group LLC 0.00% No change 11 $3K
Essential Partners LLC 0.00% Reduce -94.4% 11 $3K
DecisionPoint Financial, LLC 0.00% Reduce -73.2% 11 $3K
Marquette Asset Management, LLC 0.00% New 11 $3K
Steigerwald, Gordon & Koch Inc. 0.00% No change 11 $3K
Leonteq Securities AG 0.00% Reduce -42.1% 11 $3K
Dunhill Financial, LLC 0.00% Reduce -47.4% 10 $3K
Clearstead Trust, LLC 0.00% Reduce -9.1% 10 $3K
Fortis Group Advisors, LLC 0.00% No change 10 $3K
Clark Wealth Partners 0.00% New 9 $2K
PFS Partners, LLC 0.00% No change 8 $2K
Legacy Bridge, LLC 0.00% No change 8 $2K
Atlas Capital Advisors Inc. 0.00% No change 8 $2K
Coston, McIsaac & Partners 0.00% No change 8 $2K
Burk Holdings LLC 0.00% New 7 $2K
American Capital Advisory, LLC 0.00% Add +50.0% 6 $2K
TFC Financial Management, Inc. 0.00% No change 6 $2K
IMG Wealth Management, Inc. 0.00% Reduce -75.0% 6 $2K
Albion Financial Group 0.00% No change 5 $1K
Barnes Dennig Private Wealth Management LLC 0.00% No change 5 $1K
Mascoma Wealth Management LLC 0.00% No change 5 $1K
Hughes Financial Services, LLC 0.00% Add +400.0% 5 $1K
Portus Wealth Advisors, LLC 0.00% New 4 $1K
Signature Resources Capital Management, LLC 0.00% No change 4 $1K
Legacy Wealth Managment, LLC 0.00% No change 4 $1K
Brown, Lisle/Cummings, Inc. 0.00% New 4 $1K
Private Wealth Management Group, LLC 0.00% No change 4 $1K
Key Financial Inc 0.00% No change 4 $1K
Winthrop Capital Management, LLC 0.00% No change 5 $1K
Whipplewood Advisors, LLC 0.00% New 3 $813
DHJJ Financial Advisors, Ltd. 0.00% No change 3 $813
Valued Wealth Advisors LLC 0.00% No change 3 $813
Financial Consulate, Inc. 0.00% New 3 $813
Signature Equity Partners, LLC 0.00% Reduce -50.0% 2 $571
Clayton Financial Group LLC 0.00% New 2 $542
TopTier Wealth Management, LLC 0.00% New 2 $542
Breakwater Investment Management 0.00% No change 2 $542
Nvwm, LLC 0.00% Reduce -33.3% 2 $542
Elevated Capital Advisors, LLC 0.00% No change 2 $542
Country Trust Bank 0.00% No change 2 $542
Strategic Wealth Partners, Ltd. 0.00% No change 2 $542
Y.D. More Investments Ltd 0.00% New 349 $299
Davis Capital Management 0.00% New 1 $271
Aventura Private Wealth, LLC 0.00% No change 1 $271
First Horizon Corp. 0.00% No change 1 $271
Trust Co. of Toledo NA 0.00% New 1 $271

"% of holder's portfolio" is PSA's weight in each manager's 13F, not the share of Public Storage the manager owns.